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79 lines
2.4 KiB
Plaintext
79 lines
2.4 KiB
Plaintext
---
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title: Member Management
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description: Invite team members and manage workspace access.
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---
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Manage who has access to your workspace under **Settings → Members**.
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## Invite New Members
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### Using Email Invitation
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1. Go to **Settings → Members → Invite**
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2. Click **+ Invite**
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3. Enter the person's email address
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4. Select a role for the new member
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5. Click **Send invite**
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The invited person will receive an email with a link to join your workspace.
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### Using Invite Link
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1. Go to **Settings → Members → Invite**
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2. Copy the workspace invite link
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3. Share the link with new team members
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4. They'll receive access once they sign up
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## View and Manage Members
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### View All Members
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Go to **Settings → Members → Team** to see all active members
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Go to **Settings → Members → Invite** to see pending invitations
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### Edit a Member's Profile
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Click on a member to open their profile page. As an admin, you can:
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- Edit their **name**
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- Update their **profile picture**
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- **Impersonate** their account (useful for troubleshooting)
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- **Delete** their account
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### Change a Member's Role
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On the member's profile page:
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1. Open the **Permissions** tab
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2. View the currently assigned role
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3. Select a different role from the dropdown
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4. The change takes effect immediately
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→ [Learn more about roles and permissions](/user-guide/permissions-access/capabilities/permissions)
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### Remove a Member
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1. Click on the member to open their profile
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2. Click **Delete account** to remove them from the workspace
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<Warning>
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Removed members lose access immediately. Their data (records, notes, tasks) remains in the workspace.
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</Warning>
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<Note>
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Emails and calendar events of the deleted member are archived and available for other members.
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</Note>
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## Pending Invitations
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Manage invitations that haven't been accepted:
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- **Resend**: Send the invitation email again
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- **Cancel**: Revoke the invitation before it's accepted
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## Approved Access Domains
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Allow team members to join automatically based on their email domain:
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1. Go to **Settings → Members → Invite**
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2. Add your company domain (e.g., `yourcompany.com`)
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3. Anyone with that email domain can join without an invitation
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## Related
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- [Permissions](/user-guide/permissions-access/capabilities/permissions) — configure what each role can do
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- [Domain Settings](/user-guide/settings/capabilities/domains-settings) — configure approved domains
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